Financial Planner

4 days ago


Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time
Unlock Your Potential as a Financial Planner

At Liberty Standard Bank Group, we're seeking a talented Financial Planner to join our team of professionals. As a Financial Planner, you'll play a crucial role in helping our clients achieve their financial goals and secure their financial futures.

Key Responsibilities:
  • Develop and implement personalized financial plans for clients, taking into account their unique needs and goals.
  • Conduct thorough financial assessments and provide expert advice on investment opportunities, insurance needs, and other financial matters.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial well-being.
  • Stay up-to-date with industry developments and best practices, ensuring our clients receive the most effective and efficient financial solutions.
Requirements:
  • Completed post-matric finance-related qualification in marketing, business, law, economics, investments, risk management, etc.
  • Clear credit rating and no criminal record.
  • Own laptop (Windows 7 professional) and vehicle with a valid driver's license.
What We Offer:
  • R10000.00 start-up stipend (new to industry only).
  • 70% uncapped commission.
  • Corporate benefits, including medical aid.
  • Professional accredited training and development.

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